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PLFIX vs VSMPX
PLFIX vs VSMPX Comparison
Open Charts PLFIX vs VSMPX
Principal Large Cap S&P 500 Index Inst
Price$29.47
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets9.25B
Vanguard Total Stock Mkt Idx Instl Pls
Price$275.93
Change+$1.41 (+0.51%)
VolumeN/A
Net Assets1.78T
PLFIX vs VSMPX Comparison Chart
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PLFIX vs. VSMPX commentary
Jan 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLFIX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. PLFIX (9.25B). VSMPX pays higher dividends than PLFIX: VSMPX (1.36) vs PLFIX (1.23). PLFIX was incepted earlier than VSMPX: PLFIX (24 years) vs VSMPX (10 years). PLFIX is a more actively managed with annual turnover of: 5.90 vs. VSMPX (2.00). PLFIX has a lower initial minimum investment than VSMPX: PLFIX (0) vs VSMPX (100000000). VSMPX (24.83) and PLFIX (24.76) have marching annual gain over last year. VSMPX return over 5 years is better than : 80.62 vs. PLFIX (54.26).
| PLFIX | VSMPX | PLFIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 3.532 | 3.757 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.25B | 1.78T | 1% |
| Annual Yield % from dividends | 1.23 | 1.36 | 90% |
| Returns for 1 year | 24.76 | 24.83 | 100% |
| Returns for 3 years | 34.37 | 36.45 | 94% |
| Returns for 5 years | 54.26 | 80.62 | 67% |
| Returns for 10 years | 136.48 | N/A | - |
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